Our Approach
Above all we aim to provide our clients with top quality financial advice and to deliver an outstanding ongoing service. It is our commitment to ongoing service that makes us stand out from our peers - clients can be with us for 30 years and we understand the importance of being on hand to answer any questions and the ability to sit down with clients at short notice when required.
We pride ourselves on having great relationships with our clients and having that level of knowledge allows us to give the best advice possible to our clients when it comes to meeting their lifestyle and financial aspirations.
Our advice process takes place in three stages:
- Assessing your financial position – getting to know you and your circumstances, discussing your, aspirations and appetite for risk.
- Constructing and implementing a plan - based on effective diversification and asset allocation, value, and consistent performance.
- Monitoring progress – keeping track of your plan, regular meetings to update you on the progress and performance and making any changes required.
Meet the Team
Forrest Financial Management Ltd is a family business run by Iain and his wife Cara.
Iain Forrest
Independent Financial Adviser & Director
Iain has worked in the financial industry for 20 years and now specialises in investment and retirement planning for private clients.
In his spare time Iain likes to play the guitar and lift heavy things! He can sometimes be seen attending local strong man games where pushing hay bales is his speciality!
Cara Forrest
Director
Having worked in the financial sector for over 15 years, Cara takes care of business operations, marketing and the company website.
A keen fiddle player, you may catch Cara at a traditional music session in Glasgow getting the feet tapping with a reel or two!